See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,331 | $86,944-37.5% | $107,525-49.5% | $74,304-26.9% |
| Participation rate | 42.0% | 59.6%-17.6pp | 75.1%-33.1pp | 60.3%-18.3pp |
| Annual return | 24.58% | 23.52%+1.1pp | 181.32%-156.7pp | 29.43%-4.9pp |
| Employer contribution / active EE | $2,529 | $2,757-8.3% | $3,754-32.6% | $2,241+12.8% |
| Participant deferral / active EE | $857 | $3,554-75.9% | $5,116-83.2% | $3,767-77.3% |
| Admin fee / account holder | $5,095 | $3,727+36.7% | $8,919-42.9% | $2,969+71.6% |